Csenge Advisory Group’s iShares S&P India Nifty 50 Index Fund INDY Stock Holding History

Csenge Advisory Group’s Portfolio INDY Stock Details INDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-8,369	Closed	-$377K	–	669
2023 Q2	$377K	Hold	8,369	–	–	0.03%	439
2023 Q1	$344K	Hold	8,369	–	–	0.02%	437
2022 Q4	$354K	Buy	8,369 +300	+4%	+$13.2K	0.03%	428
2022 Q3	$341K	Hold	8,069	–	–	0.03%	434
2022 Q2	$331K	Sell	8,069 -514	-6%	-$22.4K	0.03%	428
2022 Q1	$396K	Buy	+8,583	New	+$399K	0.03%	426

Other funds holding INDY

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCG

Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Csenge Advisory Group's INDY Position: Q3 2023 in Review

Csenge Advisory Group sold out of iShares S&P India Nifty 50 Index Fund (INDY) in Q3 2023, closing a stake of 8,369 shares — an estimated $377K sold.

Csenge Advisory Group first reported a position in INDY in Q1 2022 and held it in 6 quarters. The position peaked at $396K in Q1 2022. 84 funds tracked by Wall St. Rank hold INDY as of Q3 2023.

Csenge Advisory Group reported no remaining iShares S&P India Nifty 50 Index Fund position as of Q3 2023 after selling out during the quarter.
Csenge Advisory Group sold 8,369 iShares S&P India Nifty 50 Index Fund shares in Q3 2023, an estimated $377K.
Csenge Advisory Group first reported a position in iShares S&P India Nifty 50 Index Fund in Q1 2022 and held it in 6 quarters.
Csenge Advisory Group's iShares S&P India Nifty 50 Index Fund position peaked at $396K in Q1 2022.
84 funds tracked by Wall St. Rank held iShares S&P India Nifty 50 Index Fund as of Q3 2023.

Based on Csenge Advisory Group's 13F filing for Q3 2023, filed 1 Nov 2023.